Group 1 - On August 1, 34 listed companies repurchased stocks, indicating a trend of companies returning capital to shareholders [1] - Midea Group had the highest repurchase amount at 1.154 billion yuan, buying back 16.08 million shares [1] - Shengxin Lithium Energy repurchased stocks worth 113 million yuan, with a total of 7.07 million shares bought back [1] - AVIC Aircraft's stock repurchase amounted to 59.94 million yuan, with 4.76 million shares repurchased [1]

Group 1 - The company plans to repurchase shares using its own funds ranging from 300 million to 500 million RMB, with a maximum price of 17.13 RMB per share [1] - The repurchased shares will be used entirely for employee stock ownership plans or equity incentive plans [1] - The maximum repurchase price was adjusted to 17.06 RMB per share due to the implementation of the 2024 annual equity distribution [2] Group 2 - As of July 31, 2025, the company has repurchased 4,757,100 shares, representing 0.10% of the total share capital, with a total expenditure of approximately 59.94 million RMB [2] - The highest repurchase price was 12.80 RMB per share, while the lowest was 12.52 RMB per share [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [2]

证券代码：600372 证券简称：中航机载 公告编号：临 2025-045 中航机载系统股份有限公司 关于以集中竞价交易方式首次回购公司股份暨股份回 购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 回购方案首次披露日 2025/4/19 回购方案实施期限 2025/4/21~2026/4/20 预计回购金额 30,000.00万元(含)~50,000.00万元(含) □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 475.71万股 累计已回购股数占总股本比例 0.10% 累计已回购金额 5,993.54万元 一、 回购股份的基本情况 中航机载系统股份有限公司（以下简称公司）于 2025 年 4 月 18 日召开第八届董事会 2025 年度第二次会议，审议通过了《关于审议公 司以集中竞价交易方式回购股份的议案》 ，公司拟使用自有资金 30,000 万元（含）-50,000 万元（含），通过上海证券交易所交易系统以集中 竞价交易方 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，中航机载发布公告称，2025年7月31日，公司通过集中竞价方式首次回购 公司股份4，757，100股，已回购股份占公司总股本的比例为0.10%。 ...

（文章来源：每日经济新闻） 中航机载（SH 600372，收盘价：12.55元）7月31日晚间发布公告称，2025年7月31日，公司通过集中竞 价方式首次回购公司股份约476万股，已回购股份占公司总股本的比例为0.1%，回购的最高价为人民币 12.8元/股，回购的最低价为人民币12.52元/股，回购的资金总额为人民币约5994万元。 2024年1至12月份，中航机载的营业收入构成为：飞机制造业(航电)占比81.75%，汽车制造业占比 9.86%，其他业务占比8.39%。 ...

格隆汇7月31日丨中航机载(600372.SH)公布，2025年7月31日，公司通过集中竞价方式首次回购公司股 份475.71万股，已回购股份占公司总股本的比例为0.10%，回购的最高价为人民币12.80元/股，回购的最 低价为人民币12.52元/股，回购的资金总额为人民币5993.54万元（不含交易费用）。 ...

证券代码：600372 证券简称：中航机载 公告编号：临 2025-045 公司关于以集中竞价方式回购 A 股股份方案的公告暨回购报告书》（公 告编号：临 2025-021）及《中航机载系统股份有限公司第八届董事会 2025 年度第二次会议决议公告》（公告编号：临 2025-019）。 因公司实施 2024 年度权益分派事项，本次以集中竞价交易方式回 购股份价格上限由不超过 17.13 元/股（含）调整为不超过 17.06 元/ 股（含）。具体内容详见公司于 2025 年 6 月 12 日披露的《中航机载系 统股份有限公司关于实施 2024 年度权益分派后调整股份回购价格上限 的公告》（公告编号：临 2025-030）。 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，现将公司首次回购股份及 回购进展的情况公告如下： 中航机载系统股份有限公司 关于以集中竞价交易方式首次回购公司股份暨股份回 购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 ...

证券之星消息，7月30日航空装备板块较上一交易日下跌1.49%，博云新材领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300965 | 恒宇信通 | 70.06 | 20.01% | 4.24万 | 2.84亿 | | 688586 | 江航装备 | 12.58 | 3.88% | 33.54万 | 4.24亿 | | 600372 | 中航机载 | 12.72 | 2.25% | 113.20万 | 14.53 Z | | 688122 | 西部超导 | 55.88 | 2.03% | 19.72万 | 11.05亿 | | 688708 | 佳驰科技 | 80.88 | 1.61% | 3.61万 | 2.91亿 | | 871642 | 通易航天 | 19.61 | 1.13% | 11.03万 | 2.19亿 | | 837006 | 晟僧科技 | 3 ...

Core Viewpoint - The China Securities Index for Aerospace and Military Industry (空天军工指数) has shown significant growth, with a 1.32% increase on the day reported, and notable gains over the past month, three months, and year-to-date [1]. Group 1: Index Performance - The China Securities Aerospace and Military Industry Index rose by 1.32% to 2227.18 points, with a trading volume of 27.607 billion [1]. - Over the past month, the index has increased by 8.99%, by 19.70% over the last three months, and by 14.25% year-to-date [1]. Group 2: Index Composition - The index includes leading companies related to the aerospace and military strategy, covering sectors such as aircraft, power and control systems, early warning systems, weapon systems, C4ISR systems, military digitalization, and aerospace materials [1]. - The top ten weighted companies in the index are: AVIC Shenyang Aircraft (9.45%), Aero Engine Corporation of China (7.41%), AVIC Optoelectronics (6.42%), AVIC Xi'an Aircraft (5.33%), Philihua (4.5%), AVIC Aircraft (3.9%), Aerospace Electronics (3.56%), Haige Communications (3.43%), AVIC Chengfei (3.34%), and Western Superconducting (3.23%) [1]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shanghai Stock Exchange (56.17%) and Shenzhen Stock Exchange (43.83%) [2]. - The industry composition of the index includes: Industrial sector (71.88%), Materials (14.41%), Information Technology (7.72%), and Communication Services (5.99%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]. Group 5: Related Investment Funds - Public funds tracking the aerospace and military industry include: Penghua China Securities Aerospace and Military Industry C and Penghua China Securities Aerospace and Military Industry A [3].

Investment Rating - The report rates the military industry as "Overweight" [5][12]. Core Viewpoints - The intensification of great power competition is a long-term trend, indicating a positive long-term outlook for the military industry. Increased defense spending is essential to ensure peace and security, especially as tensions around China may escalate [2][8]. Summary by Sections Investment Highlights - Key investment themes include: 1. General Assembly: AVIC Shenyang Aircraft Corporation, Aerospace South Lake, AVIC Xi'an Aircraft Industry [11]. 2. Components: AVIC Optoelectronics, Aerospace Electric, Guobang Electronics, Ruichuang Micro-Nano [11]. 3. Subsystems: AVIC Onboard, North Navigation [11]. 4. Materials and Processing: AVIC Heavy Machinery, Feilihua, Guangwei Composite, Huayin Technology, Bolite, Western Materials, Aviation Materials [11]. Market Review - The military industry index rose by 1.22% from July 20 to July 25, underperforming the broader market by 0.45 percentage points, ranking 24th out of 29 sectors [13][16]. - The Shanghai Composite Index increased by 1.67%, and the ChiNext Index rose by 2.76% during the same period [13][16]. Major News in the Military Industry - The 155th joint patrol operation in the Mekong River concluded successfully, highlighting international cooperation in regional security [9][24]. - The China Weapon Industry Group showcased new unmanned and anti-unmanned combat systems, emphasizing advancements in military technology [23]. - The successful first flight of the Xinzhou 60 civil rescue aircraft marks a significant step in enhancing China's emergency response capabilities [23]. International Military Situation - The report notes a complex international military landscape, with various nations calling for an end to the Gaza conflict and highlighting the importance of defense construction amid ongoing tensions [10][25]. - The U.S. has increased its military presence in the Pacific, deploying additional submarines in response to perceived threats from China [10][30].